Why U.S. stocks in these defensive sectors are set to outperform after failing to provide shelter throughout 2023

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Isabel Wang is a Markets Reporter for MarketWatch.

It’s easy to forget the stock-market sectors labeled as “defensive” may sometimes fail to provide shelter to investors.

However, the unusual move for stocks in the traditional defensive sectors could be coming to an end as some stocks are starting to show evidence of breaking the previous downtrends, according to Jonathan Krinsky, managing director and chief market technician at BTIG. “Many consumer staples charts are in long-term downtrends, but we think they have been sufficiently ‘de-risked’ and are starting to show evidence of breaking out of small bases or breaking those downtrends,” said Krinsky .

But the sector got slammed in the past month as the rising yields on U.S. Treasurys made the sector less attractive compared with government-issued bonds and money-market funds. The yield on the 10-year Treasury BX:TMUBMUSD10Y was rising 14 basis points, to 4.957% on Wednesday afternoon, after touching 5% for the first time in 16 years earlier this week.

The 200 DMA is usually considered a key indicator by stock-market participants for determining overall long-term market trends. In general, if the stock price is constantly trading above the 200 DMA, it is considered to follow an uptrend, otherwise, it is believed to exhibit a downtrend.

 

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